July 2020: 2nd Quarter Commentary and Outlook
We’re happy to welcome two new clients into the Elevation Wealth Partners family this quarter. Thank you to everyone who continues to share with friends and family how we’ve helped add clarity to your financial life and grow your net worth over the years. It’s an honor to serve you and we look forward to […]
April 2020: 1st Quarter Market Review and Financial Update
You’ve got this! It’s difficult to wrap our heads around what the world is experiencing right now and we all understand that the situation is fluid and ever-changing. However, with each passing day, we inch closer to a resolution . . . where new cases begin to decline and closer to a treatment or vaccine. […]
4th Quarter 2019 Market Review and 2020 Outlook
As we begin the New Year, on behalf of the entire Elevation Wealth Partners Team, I’d like to express our sincerest gratitude for the opportunity to serve you, your families, businesses, and employees. The trust you place in us to manage your hard-earned money and guide you on your financial journey inspires us every day […]
Happy Holidays From Elevation Wealth Partners, Are Free Trades Really Free? And More . . .
In this issue: Are free trades really free? Update on California Assembly Bill 211 (AB211) Happy Holidays from all of us at Elevation Wealth Partners. Wishing you health, happiness, and prosperity in 2020 and beyondIn recognition of your confidence and support, we have invested in the following community organizations:Cancer Support Community of San Francisco Bay Area http://www.cancersupport.netLifeWorks […]
October Elevation Wealth Partners Investment Outlook And Financial Insights
We are happy to welcome three new clients to the Elevation Wealth Partners family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to share the work we do with friends and family.Our hearts go out to those affected by […]
document checklist
____ Brokerage & Mutual Fund Statements ____ Bank Statements ____ Investment Basis Information ____ 401(k) Account Statements ____ 529 College Savings Account Statements with beneficiary date of birth ____ Company Stock Option, Restricted Stock, RSU grant information ____ Investment Real Estate Information ____ Investment Partnership Information ____ Federal & State Income Tax Returns ____ W-2 […]
2nd Quarter 2019 Market & Investment Commentary
Please welcome our Summer Intern – Zachary Byrd. Zac just completed his sophomore year at Washington State University in Pullman. He is majoring in Business Marketing and is excited to start taking higher level business courses. In addition to learning about our business, Zac was tasked with developing several new marketing pieces that we are […]
Important To-Do's Before Sending Your Child Off to College
By Ken Rosenbaum, CPA The day has come. Your little baby has grown up and is now ready to leave the nest. He or she has graduated high school and is preparing for the next big step. Whether it’s college, a gap year, a year abroad or any other life adventure that lies ahead, this […]
Second Quarter 2019 – Quarterly Market Review
This insightful review features world capital market performance and a timeline of events for the past quarter. It also discusses the impact of globally diversified portfolios and the importance of sticking to a robust investment philosophy. To access this report, click HERE.
June 2019 Newsletter: Opportunity Zones and Qualified Opportunity Funds (QOFs) & 47th Annual FPA NorCal Conference
In this issue… Opportunity Zones and Qualified Opportunity Funds (QOFs) What we learned at the 47th Annual Financial Planning Association NorCal Conference Opportunity Zones and Qualified Opportunity FundsWe have been spending an increasing amount of time doing research and due-diligence on Qualified Opportunity Funds. Congress created the Opportunity Zone program through Tax Cuts and Jobs Act in […]
